US Large Cap Index Funds
Large-cap equity portfolios often serve as an investor's core holding. The portfolios can be growth-, value-, or blend-oriented and typically focus on the top 70% of the capitalization of the US equity market. Index funds generally don’t try to beat the market by opportunistically buying or selling securities. Rather, they simply invest the fund or ETFs assets to mirror the construction of an index (such as the S&P 500), providing investors a way to gain exposure to a specific part of the markets. Index funds generally have lower relative costs compared with actively managed offerings.
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|---|
| Allspring Index Fund - Class A
WFILX
| Large Blend | 15.80% | 22.76% | 13.18% | 0.440% | $1.56B | |||
| Allspring Index Fund - Class Admin
WFIOX
| Large Blend | 16.00% | 22.97% | 13.39% | 0.250% | $1.56B | |||
| Allspring Index Fund - Class C
WFINX
| Large Blend | 14.93% | 21.82% | 12.32% | 1.190% | $1.56B | |||
| Alphadroid Broad Markets Momentum ETF
EZMO
| Large Growth | — | — | — | — | — | 0.830% | $8.87M | |
| ALPS Equal Sector Weight ETF
EQL
| Large Value | 12.09% | 17.44% | 10.55% | 0.190% | $768.84M | |||
| ALPS O'Shares Global Internet Giants ETF Shares
OGIG
| Large Growth | −12.08% | 17.46% | −1.08% | 0.480% | $103.19M | |||
| ALPS O'Shares U.S. Quality Dividend ETF Shares
OUSA
| Large Value | 8.87% | 14.96% | 9.32% | 0.480% | $720.75M | |||
| ALPS Sector Dividend Dogs ETF
SDOG
| Large Value | 20.13% | 19.44% | 10.03% | 0.360% | $1.37B | |||
| American Century U.S. Quality Growth ETF
QGRO
| Large Growth | 3.20% | 20.74% | 11.15% | 0.290% | $1.98B | |||
| American Century® U.S. Quality Value ETF
VALQ
| Large Value | 11.07% | 15.33% | 9.44% | 0.290% | $327.72M | |||
| American Customer Satisfaction ETF
ACSI
| Large Blend | 15.84% | 20.89% | 9.55% | 0.650% | $116.41M | |||
| Amplify S&P 500 Dividend Drivers ETF
DRVR
| Large Value | — | — | — | — | — | 0.390% | $1.22M | |
| AXS FTSE Venture Capital Return Tracker Fund Class A Shares
LDVAX
| Large Growth | −9.99% | 19.54% | −0.46% | 1.750% | $78.30M | |||
| AXS FTSE Venture Capital Return Tracker Fund Class C Shares
LDVCX
| Large Growth | −10.66% | 18.67% | −1.21% | 2.500% | $78.30M | |||
| AXS FTSE Venture Capital Return Tracker Fund Class I Shares
LDVIX
| Large Growth | −9.78% | 19.83% | −0.22% | 1.500% | $78.30M | |||
| BNY Mellon Institutional S&P 500 Stock Index Fund Class I
DSPIX
| Large Blend | 16.09% | 23.03% | 13.44% | 0.210% | $1.33B | |||
| BNY Mellon S&P 500 Index Fund
PEOPX
| Large Blend | 15.74% | 22.68% | 13.12% | 0.500% | $2.73B | |||
| BNY Mellon US Large Cap Core Equity ETF
BKLC
| Large Blend | 16.16% | 23.73% | 13.91% | 0.000% | $5.90B | |||
| Bny Mellon US Large Cap Equity Growth ETF
BKLG
| Large Growth | — | — | — | — | — | 0.100% | $12.61M | |
| Calvert US Large Cap Core Responsible Index Fund Class A
CSXAX
| Large Blend | 16.33% | 22.38% | 11.82% | 0.490% | $6.52B | |||
| Calvert US Large Cap Core Responsible Index Fund Class C
CSXCX
| Large Blend | 15.47% | 21.47% | 10.99% | 1.240% | $6.52B | |||
| Calvert US Large Cap Core Responsible Index Fund Class I
CISIX
| Large Blend | 16.62% | 22.68% | 12.10% | 0.240% | $6.52B | |||
| Calvert US Large Cap Core Responsible Index Fund Class R6
CSXRX
| Large Blend | 16.68% | 22.75% | 12.15% | 0.190% | $6.52B | |||
| Calvert US Large Cap Growth Responsible Index Fund Class A
CGJAX
| Large Growth | 13.19% | 22.29% | 12.25% | 0.490% | $1.07B | |||
| Calvert US Large Cap Growth Responsible Index Fund Class I
CGJIX
| Large Growth | 13.47% | 22.60% | 12.53% | 0.240% | $1.07B |
United States